Junior Financial Planner: Client-Facing Wealth Advisory

JJ SEARCH LIMITED seeks a Junior Financial Planner for our Cambridge team. You will support Senior Wealth Planners, attend client meetings, and help deliver high-quality, personalised financial planning advice to HNW clients.

With 2–3 years’ paraplanning or assistant wealth planning experience and a CII Diploma Level 4, you will research solutions, prepare cashflow models and reports, and help continually improve the suitability documentation.

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